VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.49%
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.75M
3
+$1.61M
4
BIIB icon
Biogen
BIIB
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.32M

Top Sells

1
+$5.43M
2
+$1.88M
3
+$1.73M
4
GT icon
Goodyear
GT
+$1.67M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.47M

Sector Composition

1 Technology 12.27%
2 Healthcare 8.71%
3 Industrials 8.23%
4 Financials 7.89%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.14%
9,213
+208
27
$1.35M 1.11%
6,411
+120
28
$1.33M 1.09%
36,734
+2,986
29
$1.32M 1.08%
+5,497
30
$1.32M 1.08%
+11,411
31
$1.32M 1.08%
+20,691
32
$1.3M 1.06%
11,332
+456
33
$1.3M 1.06%
20,447
-614
34
$1.28M 1.05%
30,153
-16,564
35
$1.28M 1.05%
+6,739
36
$1.24M 1.01%
+38,875
37
$1.21M 0.99%
26,164
-9,635
38
$1.12M 0.92%
10,486
+310
39
$1.04M 0.86%
887,760
-96,360
40
$1.04M 0.85%
8,176
+909
41
$1.03M 0.85%
39,162
-362
42
$1.01M 0.83%
76,335
-2,007
43
$979K 0.8%
+67,430
44
$970K 0.8%
10,958
-2,145
45
$965K 0.79%
9,350
-1,041
46
$933K 0.76%
12,241
-5,573
47
$920K 0.75%
12,395
-25,307
48
$903K 0.74%
8,034
-15,378
49
$901K 0.74%
21,969
-21,796
50
$874K 0.72%
10,355
-198
1
2
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